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Fidelity msci energy idx shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone Wealth Management investment in Fidelity msci energy idx

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All positions including Fidelity msci energy idx held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $324k 15k 22.16
2023-03-31 $320k 14k 22.44
2022-09-30 $365k 18k 19.83
2022-06-30 $363k 19k 19.43
2022-03-31 $475k 23k 20.95

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Vanguard Specialized Funds Div App Etf (VIG)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cornerstone Wealth Management

Top funds holding Fidelity msci energy idx

Charles Schwab Investment Management
Lido Advisors
Commonwealth Equity Services
Bank of America Corporation
Wells Fargo & Company
HighTower Advisors
Yarbrough Capital
AE Wealth Management
Kestra Advisory Services
Jpmorgan Chase & Co
Advisor Group Holdings
Kestra Private Wealth Services
UBS Group
Financial Partners Group
Agf Management

View all funds holding Fidelity msci energy idx